See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $9,155 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,632 | $69,823-38.9% | $77,163-44.7% | $74,419-42.7% |
| Participation rate | 88.1% | 70.0%+18.1pp | 69.6%+18.6pp | 70.7%+17.4pp |
| Annual return | 20.29% | 19.98%+0.3pp | 37.87%-17.6pp | 34.38%-14.1pp |
| Employer contribution / active EE | $2,237 | $2,150+4.1% | $2,535-11.7% | $2,637-15.2% |
| Participant deferral / active EE | $3,633 | $3,558+2.1% | $3,833-5.2% | $4,528-19.8% |
| Admin fee / account holder | $23 | $398-94.3% | $5,472-99.6% | $348-93.5% |